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Sep 9, 2026 11 min

Guarded exuberance in EM FX

from Macro Minutes

EM FX has enjoyed a lift from a constructive macro backdrop, with growth resilient and inflation generally under control. We retain a bullish bias (long KRW, MYR, BRL) but caution against being exposed to higher energy prices. We also maintain some hedge trades in our portfolio. Participants: Abbas Keshvani (Desk Strategy), Asia Macro Strategist Daria Parkhomenko (Desk Strategy), FX Strategist Luis Estrada (Desk Strategy), LATAM FX Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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Guarded exuberance in EM FX

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This episode was published on September 9, 2026.

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